郭家耀: 內地疫情內房債務壓抑大市 吉利(00175.HK)加快推進新能源車
安里資產管理董事總經理郭家耀稱,美股周四(4日)個別發展,美國經濟數據表現理想,帶動大市繼續上升,標普500指數及納指再創歷史新高,其後高位有回吐,道指倒跌收市,其餘兩大指數仍保持升幅。美元走勢向上,美國十年期債息回落至1.53厘水平,金價低位反彈,油價顯著受壓。港股預託證券普遍下跌,預料大市早段跟隨低開。內地股市昨日高開高走,滬綜指收市上升0.8%,滬深兩市成交額繼續活躍。
港股連跌多日後出現技術反彈,指數早段在25,000點水平爭持,其後在新經濟股帶動下向上,但整體成交維持清淡。市場繼續關注內地疫情及內房債務問題消息,短期繼續落後外圍股市表現,指數續於24,500至25,500點水平徘徊。
另吉利汽車(00175.HK)發布「智能吉利2025」戰略,計劃未來五年投入1,500億元人民幣研發資金,推出30餘款全新智慧新能源產品,目標2025年實現總銷量365萬輛,當中極氪和吉利汽車集團分佔65萬和300萬輛。按規劃,在吉利汽車中,2025年新能源車銷量目標為90萬量,佔比約30%;若加上極氪品牌,吉利新能源產品整體銷量佔比將超過40%。公司提到其自行研發的首枚7納米製程車規級SOC「智慧座艙晶片」即將量產;到2023年,將推出首顆7納米、高算力的自動駕駛晶片;2025年推出5納米製程的自動駕駛晶片,並完全掌握L5級自動駕駛技術、實現L4級自動駕駛商業化應用。
吉利表示五年內將推出25款以上全新智能新能源產品,當中「吉利」品牌推出超過10款,「幾何」及「領克」分別推出超過5款,全新的換電出行品牌將推出超過5款可換電的智能純電產品。在研發投入方面,吉利5年內目標保持中國汽車品牌研發投入第一,研發投入達1,500億元人民幣,擁有五大研發中心、五大造型中心及10個國際一流重點實驗室;而集團在行業軟件人才佔比、軟件開發效率上,應達致中國汽車品牌中最高。吉利加快推進新能源汽車業務發展,市場觀察研發及銷售進度,判斷轉型是否成功。
(筆者為證監會持牌人,沒持有上述股份)~
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